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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,660 | $86,897+101.0% | $151,645+15.2% | $64,824+169.4% |
| Participation rate | 90.3% | 87.3%+3.0pp | 87.5%+2.8pp | 71.5%+18.8pp |
| Annual return | 24.54% | -3.57%+28.1pp | 3.34%+21.2pp | 32.84%-8.3pp |
| Employer contribution / active EE | $4,699 | $4,010+17.2% | $6,165-23.8% | $2,507+87.4% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $11,614-100.0% | $188-100.0% |